Unlock the Agentic Enterprise. Discover how Tableau Next gives you real-time visibility, uncovers missed actions, and drives revenue through seamless collaboration in the flow of work.
Dreamforce passes are going fast. Don’t miss the most valuable event in business. Register now.
Register to join Dreamforce in San Francisco, or stream it free on Salesforce+.
Dreamforce is almost here and passes are going fast. Don’t miss your last chance to save $400 by September 26.
Sessions
Explore Dreamforce 2025 sessions.
Browse 1,600+ sessions from 2025 by role, topic, or industry and get inspired for the innovation coming to Dreamforce 2026.
Drive Revenue with Tableau Next and Sales Cloud
Required equipment: Salesforce Events Mobile App required. Please bring your headphones and use Live Session Audio to hear audio and view captions.
, Practice Lead - Salesforce Data, Slalom
, SVP, Product Management, Tableau Next, Salesforce
Role: IT Business Leader, Sales
Industry: Manufacturing, Consumer Goods
Product: Agentforce Sales, Tableau
Topic: Agentic Analytics
Session Level: Beginner
Session Type: Theater
Session Summary: This session highlighted the innovative capabilities of Tableau and Sales Cloud in transforming sales processes through advanced analytics and AI-driven insights. The launch of Tableau Next, a platform built on the foundation of Data Cloud, was a key focus, showcasing its ability to leverage structured and unstructured data for near real-time analysis. Features such as conversational analytics, proactive deal insights, and next-best-action recommendations were demonstrated, emphasizing their potential to enhance sales productivity and decision-making. Additionally, the session underscored the importance of designing holistic user experiences, leveraging semantic layers, and ensuring robust quality assurance to maximize the impact of these tools within sales workflows.
Key Takeaways:
• Tableau Next empowers sales teams by integrating conversational analytics and real-time insights directly into Salesforce, allowing for proactive and actionable decision-making.
• The platform includes over 20 predefined metrics, powered by Data Cloud, enabling sales teams to analyze pipelines, territories, and opportunities with unparalleled granularity and efficiency.
• Organizations are encouraged to consider experience design, semantic modeling, and thorough quality assurance when integrating Tableau Next to ensure seamless adoption and maximize value.
Session Summary Feedback: Report a Concern
Available Now on Salesforce+: Watch now
